2 REITs with “Mafioso” Economics Yielding Up to 5.2%

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2 REITs with “Mafioso” Economics Yielding Up to 5.2%

Real estate investment trusts (REITs) tend to shine when there is a lid on interest rates. And that rate top is secure, for reasons we’ll review shortly.

Net lease REITs, in particular, are compelling here. They are the boring landlords of the real economy. (Yawn? Love that reaction from vanilla income investors!)

The net lease landlords own the pharmacies down the street, the big-box retailers at the busy intersections, and the warehouses and distribution hubs we pass on the highway. These REITs sit back and collect rent checks while the tenants pay their own way.

Here’s how the business model works:

  1. The REIT buys the property and builds (or renovates) the facility to rent out.

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4 REITs. 4 Monthly Dividend Programs. 4 Massive Yields of Up to 11.7%

Quarterly-paying dividend stocks? Ha!

We save those for the poor vanilla investors. Give us the monthly payers—those that dish divvies every 30 days.

Today we’ll discuss four monthly payers yielding between 5% and 11% per year. An average yield of 7.9%.

This means a $500,000 investment portfolio can buy this four-pack, earn $39,500 per year in dividend income alone and keep principal intact.

Better yet, the payments show up in neat monthly installments. No need to wait 90 days to get paid. The “checks” show up every 30!

Let’s contrast our monthly dividend strategy with the tried, true and (let’s be blunt) inferior techniques employed by unimaginative Wall Street suits who jam their clients into standard broad-based bond funds (or worse, a cheesy 60/40 portfolio):

The advantages of monthly payers are many:

  1. We cut down on “lumpy” portfolio income.

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4 Massive Monthly Dividends I’m Looking at Right Now

Worried about the trade war and your retirement portfolio? Then I have two words for you: monthly dividends.

Today we’ll fawn over four monthly payers that yield up to 17.4% annually. That’s no typo. Hop in my favorite income vehicle and we’ll motor over this market carnage together.

The current market environment is nearly perfect for contrarians like us. How is that possible with tariff policy still, ahem, unfolding? Well the market is still full of fear and the weak hands have washed out.

If Everyone Wants to Panic-Sell to Us, We Should Let Them!

If you’re worried that the fear is justified because we are heading for a recession, let’s consider defensive stocks.… Read more

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Can You Earn a $40,000+ “Salary” With Monthly Dividend Stocks?

Monthly dividend stocks baby. Most income investors don’t even realize they exist!

Out of the few thousand stocks that trade publicly, only a few dozen pay monthly dividends. These hidden gems tend to have market caps in the hundreds of millions rather than billions.

Their relative obscurity is perfect for us. We’ll take them over their blue-chip quarterly cousins.

Quarterly dividends are pay days we prefer not to wait for. Plus, the payouts typically disappoint.

Let’s consider the distributions from a $500,000 portfolio split evenly among a group of five mega-cap dividend payers. These are uber-popular, widely held blue chips that you’ll see near the top of most major large-cap funds.… Read more

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Beware This 13.8% and 14.8% Dividend Disaster Duo!

We’re heading towards the most telegraphed recession of all time. At least in recent memory.

So should we sell everything? Not exactly. Granted, recessions are usually bad for stocks. Vanilla investors who own nothing-but-ETFs are in a tough spot.

But since you’re reading this, I assume:

  1. You pick stocks better than a robotic ETF.
  2. You’re not scared of a stinkin’ recession. You’re here looking for high-yield exceptions to the “sell everything” rule.

I appreciate that about you, my fellow contrarian. If I thought rules applied to me, I would have made it past age 26 in Corporate America! This is why we get along so well.… Read more

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4 Great REITs for the Rest of 2022 and Beyond

REITs (real estate investment trusts) are still delivering roughly twice the income of the broader market. And that’s just the sector average.

Four highly profitable REITs in particular are yielding 4% and up today. We’ll discuss them in a moment.

Interest rates are rising, and “common wisdom” says it’s a bad time to buy REITs because they behave like bonds. Wrong.

As long as the economy keeps chugging along, and these specific rents are getting paid, then the dividends are going to continue being dished. Period. And we’re all about the dividends here at Contrarian Outlook.

S&P Global research notes that rising interest rates “are frequently associated with economic growth and rising inflation, which can indeed be a boon for the real estate sector.… Read more

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No More “Lumpy” Retirement Checks With This Monthly Income Portfolio

If the past few weeks are any indication of what’s ahead, we’d better buckle up for a volatile 2022.

Which means we should invest in the relative calm provided by monthly dividend stocks before the mainstream crowd starts looking this way. After all, what’s more soothing than thousands of dividend dollars paid every single month?

Monthly dividends are great because they line up with our expenses. Most blue-chip income stocks pay quarterly—not enough! These “lumpy” payouts result in equally lumpy retirement income. For instance, we might have a big January, but that’s followed by an OK February and a lean March where that check alone wouldn’t come close to covering the bills.… Read more

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2 “Workhorse” Monthly Dividend Payers Yielding up to 6% (With Upside)

Let’s jump on the market’s September slide and grab ourselves a sweet “double discount” on 358 totally ignored income plays—and some sweet 6%+ dividends, too. And our new income stream will pay us monthly!

Going Where Other Dividend Investors Don’t

Our route to this big monthly payout does an end run around the misers of the S&P 500. Even though the market dove 3.5% in September, that was only enough to drive yields on the big-name stocks up by—wait for it—0.07%.

In other words, if you dropped a million bucks into an ETF like the SPDR S&P 500 ETF Trust (SPY) in early September, you’d be generating $12,300 in yearly dividends.… Read more

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3 Huge Monthly Dividends Set to Soar (One Yields an Incredible 7.6%)

When it comes right down to it, we dividend investors really only need three things:

  • Bargain stocks with …
  • High current yields and ideally …
  • Monthly payouts—so we can line up our income with our bills and reinvest our dividend cash without having to wait for three long months.

I know—this list is cute, but it sounds wildly out of step with the times.

After all, the COVID rally has sliced the typical S&P 500 stock’s yield to an unlivable 1.4%. And bargain valuations? Ha! Stocks trade at a helium-powered 37-times their last 12 months of earnings right now.

And we all know that to get monthly payouts, we must look beyond the popular stocks to lesser-known plays like real estate investment trusts (REITs) and closed-end funds (CEFs).… Read more

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How to Collect 4x the Market’s Income … Each and Every Month

What’s better than a 6% yield paid every quarter?

An 8% annual yield—paid every month—of course.

These hidden gems aren’t easy to find, but they are out there. While 99% of the market’s dividend payers dish out dollars every quarter or longer, it is possible to find dividends that match up with our monthly bills.

Monthly dividends can be a “must have” in retirement. While those in the workforce can cash a check once or twice a month, retirees don’t have active income. (That’s the point of retirement—less required activity!)

Our leisure and financial security is possible. We simply need our money to work harder for us.… Read more

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